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Schwab U.S Small- Cap ETF

1,137 hedge funds and large institutions have $6.66B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 408 increasing their positions, 465 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCC
876
Flower City Capital
New York
$244K
CAI
877
Capital Advisors Inc
Oklahoma
$243K
LNWWM
878
Laird Norton Wetherby Wealth Management
California
$243K
FC
879
Fusion Capital
South Carolina
$241K
CIA
880
Cascade Investment Advisors
Oregon
$240K
SAM
881
Sawgrass Asset Management
Florida
$240K
MWP
882
Madison Wealth Partners
Wisconsin
$239K
CWA
883
Continuum Wealth Advisors
New York
$239K
LPT
884
Legacy Private Trust
Wisconsin
$238K
AFA
885
Alpha Financial Advisors
North Carolina
$238K
FL
886
FreeGulliver LLC
Louisiana
$237K
AA
887
Alesco Advisors
New York
$237K
CIC
888
Carnegie Investment Counsel
Ohio
$237K
LCC
889
Lincoln Capital Corp
Rhode Island
$236K
HWM
890
Horizons Wealth Management
North Carolina
$235K
MCM
891
Mitchell Capital Management
Kansas
$235K
PIM
892
Penobscot Investment Management
Massachusetts
$234K
BFO
893
Biltmore Family Office
North Carolina
$233K
CGFA
894
Colton Groome Financial Advisors
North Carolina
$232K
DB
895
Dravo Bay
Delaware
$230K
VCA
896
Verdence Capital Advisors
Maryland
$230K
AWA
897
Arkadios Wealth Advisors
Georgia
$229K
BIM
898
Baldwin Investment Management
Pennsylvania
$227K
Pathstone Holdings
899
Pathstone Holdings
New Jersey
$227K
KA
900
Kozak & Associates
Colorado
$226K